Good financial planning is not about what you make – it’s about what you keep. Protecting your clients’ financial assets from the estate tax is one way to maximize family wealth. However, the costs of long-term care have largely [...]
Annuities are a critical tool in every planner's tool box. With so many carriers, products, and features that change regularly, how can a busy financial professional keep up? E4IS's exclusive Annuity Solutions Weekly brings the best and brightest to [...]
John Florance, E4IS Senior Vice President of Annuities, leads us through the conversation on helping clients who are experiencing life transitions. Divorce is prevalent in America. Financial professionals will very likely encounter divorcing couples. Do you know what your [...]
On this BREW, we welcome you to join E4 Insurance Services leaders Dan Peterson, President and Managing Partner, and Brendon DeRouin, Chief Distribution Officer. We'll take a look at our first full year since the merger of e4 Brokerage, [...]
